Marketplace All-in-One Consumer mood sours
Feb 6, 2026
Joe Gonzalez, dancer, choreographer and co-founder/executive artistic director of Joe May Dance Theater, talks about running a dance company and teaching on a shoestring. He describes founding a company, balancing touring with administrative work, and the practical business realities of performing arts jobs. Short, candid stories about building and sustaining a small arts organization.
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Episode notes
K-Shaped Economy And AI Disconnect
- The economy shows a K-shaped recovery: the top 20% drive spending while most others tread water.
- AI investment is massive and may be boosting GDP without broad labor market gains.
The Hiring Recession Dynamic
- The labor market is stalled: low hiring and low firing create a "hiring recession."
- Job openings have fallen and firms aren't even posting roles, slowing mobility and wage growth.
Price Pass-Through And Tariff Risk
- Firms are increasingly passing cost pressures to consumers, raising inflation risk.
- Tariff uncertainty and routine January price resets may push visible price growth higher.